David Shuster

• Advising and representing individuals and entities in all aspects of federal and state tax audits and administrative proceedings, and providing litigation support
• Pursuing Private Letter Ruling, Freedom of Information Act, and IRS Collection Due Process Hearing requests, IRS Appeals protests, NYS Bureau of Conciliation and Mediation Service requests, and drafting NYS Tax Appeals Tribunal briefs, and petitions and other documents for filing in other states’ administrative appeals venues and in the United States Tax Court
• Handling federal and state voluntary disclosures including those having FBAR and other foreign asset aspects involving use of OVDP, streamlined procedures, and delinquent return submission procedures
• Responding to all types of tax notices including those involving unreported income, compliance penalties, enforced collection activity (liens, levies, warrants), refunds, and residency and nexus issues
• Obtaining, and seeking reinstatement of, tax exempt status for private foundations and public charities
• Speaking Engagements and Publications:
  • Waking Up the Dead: Reopening that Asessment Your Client Thought Was Final, 9th Annual NYU Tax Controversy Forum, New York, NY, June 2017
  • Challenging IRS Penalties, 7th Annual NYU Tax Controversy Forum, New York, NY, June 2015
  • Tax Controversy: Handling Audits, Appeals, Litigation, and Collections for Clients, The Knowledge Group, Live Webinar, February 2015
  • NYS Department of Taxation & Finance Announces Latest Policy Concerning Sales Tax Treatment of Scaffolding, NYSSCPA Tax Stringer, December 2014

Affiliations

• New York State Bar Association – Tax Section Member
• Backyard Sports Cares – Board Member, Treasurer
• Scarsdale Schools Education Foundation – Board Member, Treasurer
• Beach Point Club, Mamaroneck, NY – Finance Committee, Former Board Member
• Long Island Business News – Leadership in Law Award Recipient, In-House Counsel, 2011